Workflow Insurance renewal reminder 7 days before

[AVINASH AHUJA]

See the Workflow Pabbly youtube channel Akash video. I have Set the date and time duration Beta, current date, and 7 days after reminder of my client's renewal of the policy. The result is Year 0 month 0 and day 7 same data is added to the filter but the message on WhatsApp was thrown both 7 days after and 7 days before the current date. Also, guide me same workflow where I will add (+) dates and filter for the same message throw 2 days before. Please help me. Thanks, Akash
Read more

 

[aaron]

Really hard to troubleshoot without seeing your steps within Pabbly to figure out what's causing this.

 

[Pabblymember11]

Hey @AVINASH AHUJA

Kindly share the name of the workflow in which you are trying to build the reminder logic to send the message afterward.

 

[AVINASH AHUJA]

Hey @AVINASH AHUJA

Kindly share the name of the workflow in which you are trying to build the reminder logic to send the message afterwa

 

[AVINASH AHUJA]

Hi Supreme, I am sending messages to my client's reminders 7 and 2 days before their policy will expire. My workflow name is CLONE - [Policy Renewal 7 days before] is working well now 7 days before but I want to add a message throw to my clients 2 days before also in the same workflow. How do I add a filter to this workflow? Thanks and appreciate the reply.

 

[Pabblymember11]

Hey @AVINASH AHUJA

Do you want to send messages before 2 days and 7 days?

 

[AVINASH AHUJA]

Hey @AVINASH AHUJA

Do you want to send messages before 2 days and 7 days?

Yes, I want to use same workflow send message to clients reminders theire policy renewal. The workflow 7 days is working , I want to know how I add a filter reminder 2 days before also. Thanks.

 

[Pabblymember11]

Hey @AVINASH AHUJA

If you are using the Iterator action step in your workflow then, we would recommend you use the 2 days delay in another workflow.

 

[AVINASH AHUJA]

Hey @AVINASH AHUJA

If you are using the Iterator action step in your workflow then, we would recommend you use the 2 days delay in another workflow.

Hi Supreme, Thanks for the good suggestion.